Stock Taper 
ALTERI WEALTH LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Union Pacific Corporation | UNP | 4.44K | $1.21M |
 Ares Management Corporation | ARES | 4.33K | $481.62K |
 Amphenol Corporation | APH | 4.28K | $753.72K |
 Colgate-Palmolive Company | CL | 4.25K | $389.85K |
 PepsiCo, Inc. | PEP | 4.16K | $562.85K |
 Simon Property Group, Inc. | SPG | 4K | $894.88K |
 Ross Stores, Inc. | ROST | 3.81K | $810.84K |
 Lockheed Martin Corporation | LMT | 3.71K | $1.89M |
 Dell Technologies Inc. | DELL | 3.67K | $1.58M |
 Sempra | SRE | 3.64K | $337.44K |
 The TJX Companies, Inc. | TJX | 3.56K | $539.28K |
 Digital Realty Trust, Inc. | DLR | 3.42K | $614.08K |
 Principal Financial Group, Inc. | PFG | 3.4K | $366.2K |
 PennyMac Financial Services, Inc. | PFSI | 3.37K | $293.09K |
 Evergy, Inc. | EVRG | 3.34K | $288.9K |
 Applied Materials, Inc. | AMAT | 3.31K | $2.39M |
 Advanced Micro Devices, Inc. | AMD | 3.26K | $1.89M |
 Marathon Petroleum Corporation | MPC | 3.18K | $812.74K |
 The Charles Schwab Corporation | SCHW | 3.15K | $291.1K |
 Eli Lilly and Company | LLY | 3.14K | $3.77M |